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Capital Investment Advisory Services’s UBS Group UBS Stock Holding History

Capital Investment Advisory Services’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,216
Closed -$70K – 1217
2019
Q3 		$70K Hold
6,216
– – 0.02% 483
2019
Q2 		$75K Hold
6,216
– – 0.02% 454
2019
Q1 		$75K Buy
6,216
+2,000
+47% +$25.3K 0.03% 407
2018
Q4 		$52K Buy
+4,216
New +$57.2K 0.02% 450

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Capital Investment Advisory Services's UBS Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of UBS Group (UBS) in Q4 2019, closing a stake of 6,216 shares — an estimated $70K sold.

Capital Investment Advisory Services first reported a position in UBS in Q4 2018 and held it in 4 quarters. The position peaked at $75K in Q2 2019. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 6,216 UBS Group shares in Q4 2019, an estimated $70K.
  • Capital Investment Advisory Services first reported a position in UBS Group in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's UBS Group position peaked at $75K in Q2 2019.
  • 299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.